PRIYA GUPTA
Summary
Dynamic finance professional with 3 years of experience in financial reporting, reconciliation, and client account management. Proven ability to maintain accuracy and ensure compliance while supporting efficient financial operations. Eager to contribute skills and knowledge in a growth-oriented environment that fosters professional development and success.
Overview
3
3
years of professional experience
Work History
Associate Service Consultant
Policy Bazaar
Gurugram
01.2026 - Current
- Guided clients in selecting insurance policies that best met their specific needs.
- Delivered information and support for a range of insurance products and services to enhance client understanding.
- Collaborated with team members to resolve customer inquiries efficiently.
- Ensured accuracy and completeness of client documentation prior to processing to facilitate smooth transactions.
Customer Care Executive
HDFC Bank
Kanpur
03.2024 - 11.2025
- Identified customer needs and provided tailored solutions to enhance satisfaction.
- Promoting additional HDFC Bank products and services based on customer needs.
- Recommended additional HDFC Bank products and services to align with customer needs.
- Facilitated new account openings and updated personal information to ensure accurate customer records.
- Maintaining accurate financial records, documenting all financial transactions.
Relationship Manager
AU Small Finance Bank
Kanpur
01.2023 - 02.2024
- Built and maintained relationships with new and existing clients, providing expertise to enhance client engagement.
- Sold life insurance products, including non-participating and non-linked saving plans.
- Completed the documentation and ensured customer satisfaction regarding policy details.
- Responsible for completing the documentations as well as making customer satisfied in terms of policy details.
Education
Post graduation -
CSJM Kanpur University
Graduation -
CSJM Kanpur University
Intermediate -
Jawahar Navodaya Vidyalaya
Highschool -
Jawahar Navodaya Vidyalaya
Skills
- Relationship management
- Needs assessment
- Regulatory compliance
- Communication techniques
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Associate Service Consultant
Policy Bazaar
01.2026 - Current
Customer Care Executive
HDFC Bank
03.2024 - 11.2025
Relationship Manager
AU Small Finance Bank
01.2023 - 02.2024
Post graduation -
CSJM Kanpur University
Graduation -
CSJM Kanpur University
Intermediate -
Jawahar Navodaya Vidyalaya
Highschool -
Jawahar Navodaya Vidyalaya